IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,345
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.32M
3
+$6.5M
4
OKE icon
Oneok
OKE
+$5.65M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.96M

Top Sells

1
+$14.4M
2
+$12.3M
3
+$12M
4
BND icon
Vanguard Total Bond Market
BND
+$11.1M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.83M

Sector Composition

1 Financials 6.84%
2 Consumer Staples 6.25%
3 Technology 5.73%
4 Energy 5.71%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
$31K ﹤0.01%
2,246
-740
2177
$31K ﹤0.01%
1,164
-498
2178
$31K ﹤0.01%
2,153
-6
2179
$31K ﹤0.01%
2,693
+16
2180
$30K ﹤0.01%
5,449
+540
2181
$30K ﹤0.01%
12,040
+5,840
2182
$30K ﹤0.01%
950
2183
$30K ﹤0.01%
3,656
+1,362
2184
$30K ﹤0.01%
600
2185
$30K ﹤0.01%
2,100
2186
$30K ﹤0.01%
+2,014
2187
$30K ﹤0.01%
789
+264
2188
$30K ﹤0.01%
839
-155
2189
$30K ﹤0.01%
708
+277
2190
$30K ﹤0.01%
1,230
2191
$30K ﹤0.01%
1,101
2192
$30K ﹤0.01%
1,900
+600
2193
$30K ﹤0.01%
1,650
+300
2194
$30K ﹤0.01%
1,225
-7,593
2195
$30K ﹤0.01%
2,433
+119
2196
$30K ﹤0.01%
593
-32
2197
$30K ﹤0.01%
2,359
-400
2198
$30K ﹤0.01%
1,000
2199
$30K ﹤0.01%
613
-707
2200
$30K ﹤0.01%
788
86 87
88
89 90